Getting started
This guide walks through the first hour on TriostackOne: creating your workspace, inviting your team, and turning on the first app you'll actually use day to day.
You don't need to plan out your entire Business Suite before starting. Most teams begin with a single product — usually CRM, HRMS, or Payroll — and add more once the first one is running smoothly.
Before you start
- A work email address for the person who will own the account.
- A rough list of the people who need access and which apps they'll use.
- Any existing data you want to bring in (contacts, leads, employees) exported to CSV.
1. Create your workspace
Sign up at app.triostackone.com/signup or with any "Start for free" button on this site. TriostackOne creates a workspace for your company — the single identity and permission boundary every app in the suite shares.
You don't need a credit card to start. Desk is free forever; HRMS, Payroll, LMS, Projects, Finance, Mail, and Website each have a Free plan with usage limits; and CRM and Wabiz start with a 2-day free trial.
2. Invite your team
From Settings → Team, invite people by email. Each invite can be scoped to a starting role (Admin, Manager, or Member) — roles can be refined later once you've decided how granular your permission model needs to be.
Because identity is shared across the whole suite, someone invited once gets access to every app you turn on for them — there's no separate login or user record to create in CRM versus HRMS versus Payroll.
3. Turn on your first app
Enable the product your team needs first. Each app starts empty so you can import or enter records deliberately, rather than inheriting placeholder data you'll have to clean up later.
Most teams import existing data — contacts and leads for CRM, employee records for HRMS — via CSV import inside the app itself. The product guides in this section cover what to set up first in each app.
4. Choose your plans
Once you know which apps and how many seats you need, go to Settings → Billing to choose a plan. You can buy products individually — each has its own plans, usually Free, Starter, Business, and Enterprise — or choose a Business Suite plan that covers several apps for your whole team.
Annual billing is available on paid plans and saves around 20% compared with monthly. CRM and Wabiz prices are shown in INR with GST notes; check each product's Pricing page for current rates.
5. Get help when you need it
Every product has a setup guide in this Documentation section, and the Help Center answers common account, billing, and security questions. For onboarding sessions, migration help, or a demo, contact the team from the Contact page, email info@triostack.in, or call +91-8882435276.
Best practices
- Start with the one app that solves your most painful problem today, get the team using it daily, then add the next. Users, permissions, and shared records carry over automatically.
- Clean your CSV before importing — remove duplicates and make sure required columns (name, email or phone) are filled. It's much easier than cleaning records after import.
- Invite a second admin early so account access never depends on one person.
Frequently asked questions
Can I add more apps later?
Yes. You can run just one or two products and add more as your needs grow, without re-implementing identity, permissions, or reporting each time.
Can I get help with onboarding?
Yes. CRM includes a basic onboarding session on the trial, three guided sessions on Standard, and custom onboarding and implementation on Enterprise. Enterprise plans for every other product also include custom onboarding and implementation.